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Cannot access portfolio
lucasd6 04-16-2008, 4:19 PM | Post #2508917 |  27 Replies
1  

I get a long delay followed by 404 or "Service Not Available".

Don

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Re: Cannot get an updated portfolio
Mel Lindauer 06-05-2008, 9:41 PM | Post #2525255
1  
BlackCoffee:

M* it would be great if you could tell us why the updates are coming in so late.  Is it a local problem or the funds.  Thanks

It's obviously a M* problem, since my Vanguard funds aren't updated on M* but they are updated on Vanguard's web site (actually two are updated and two aren't).

Regards,

Mel

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Re: Cannot get an updated portfolio
KM1410 06-05-2008, 10:28 PM | Post #2525264
1  
Its definitely a M* problem.  My funds were updated on the fund company's website hours ago.
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Re: Cannot get an updated portfolio
Mel Lindauer 06-05-2008, 10:46 PM | Post #2525265
0  

I'm happy to report that my portfolio is finally fully updated.

Regards,

Mel

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Re: Cannot get an updated portfolio
MopMan44 06-09-2008, 6:03 PM | Post #2526613
1  

Here we go again....its Monday at 7 PM and nothing in my portfolio has been updated.  This is becoming commonplace. 

It's M*s fault, no one else's.  If they say anything like they are getting their data late, then they should start getting it from someone else.  If other sites have the latest figures by now, why can't M*?  There is no excuse.  If the problem is their equipment, get it fixed.  If it is a problem with data "feeds" then get other ones.

Joel

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Re: Cannot get an updated portfolio
gem4265 06-09-2008, 6:59 PM | Post #2526642
1  
I'm with you Joel.  Why is Morningstar having such a problem updating our portfolios?  Is it because they are selling more memberships than they have the equipment to service?  For the $ 149.00 per year membership or whatever it is I am paying, I could easily set up a Excel spreadsheet, enter the NAV's from the Funds websites and have an updated portfolio at least by two hours after the market closes. Morningstar needs a new director of IT services, because they are not providing the service we paid them for.
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Re: Cannot get an updated portfolio
specht3 06-09-2008, 7:52 PM | Post #2526678
0  

I also have found that today, last Friday, and maybe last Thursday, the Portfolio has been *really* slow being updated.  

It's almost five hours after the market close and there are mutual funds which *still* have Friday's price.

Previous to last week, I found that the Portfolio fund info was always updated within 2.5 hours after market close.   

 

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Re: Cannot get an updated portfolio
Mel Lindauer 06-09-2008, 8:27 PM | Post #2526699
0  

Same old, same old. Another day and it's now 9:25pm and my portfolio is still not updated. What gives?

Regards,

Mel

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Re: Cannot access portfolio
notoldtoboogie 06-09-2008, 8:36 PM | Post #2526705
0  

M* - fill in the blanks:

We're sorry that the fund portfolio updates have been running extremely late recently.  The problem is due to _ _ _ _ _ _.   We expect to have this resolved by _ _/_ _/_ _.  Thank you for your patience.

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Re: Cannot get an updated portfolio
randan 06-09-2008, 9:34 PM | Post #2526743
0  

M*Casey, maybe you could work a deal with Yahoo and get them to help you guys out.  They seem to be able to update their portfolios in a timely fashion.  They obviously have an IT department.  You might consider getting one.  10:30 ET and not updated (also tried your suggestion in an earlier post - no good).

Dan

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Re: Cannot get an updated portfolio
M*_Casey 06-17-2008, 3:39 PM | Post #2529460
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Hi All,

I understand you would like to know why your mutual fund pricing data is being updated later than it had been previously.  The Nasdaq has recently extended its Mutual Fund reporting until 8 pm ET. This means that the data is not ready until 7 pm CT, at which time we begin our production so that we can give you the most accurate data for your portfolios.  Thank you.

Best,

M*Casey

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Re: Cannot get an updated portfolio
MopMan44 06-17-2008, 5:37 PM | Post #2529508
0  

If the data is not ready until 7pm CT, how come other sites have the info before M*?  Is it a case of M* not getting the data at a time when others do....and if so, why? 

As for accuracy of data, I have yet to see data on funds/stocks that other sites get earlier not be accurate.

Joel 

 

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Re: Cannot get an updated portfolio
M*_Casey 06-25-2008, 1:00 PM | Post #2532404
0  

Hi All,

In order to ensure the accuracy of our data, the raw data is filtered to our data team for production before it is posted on our website.  Other websites may have a different process.  We apologize for the inconvenience.  However, I will submit a ticket to our data team for a more detailed explanation.  As soon as I hear back, I will update you.  Thanks for your patience. 

 Best,

M*Casey

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